ETF News & Research

Exercise Isn’t The Only Way To Stay Active

Source of KPIs: Toroso Investments Security Master, as of April 14, 2018 INDEX PERFORMANCE DATA Returns as of April 14, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index.Past performance is NOT indicative of …

The correlation between an industry and an index

Source of KPIs: Toroso Investments Security Master, as of April 9, 2018 INDEX PERFORMANCE DATA   04/9/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (1.95%) (3.70%) 3.83% 13.92%  34.65 (1.95%) 5.98% 32.76% S&P Financial Select Sector Index (1.38%) (5.87%) (4.04%) …

ETF Easter Eggs

Source of KPIs: Toroso Investments Security Master, as of March 31, 2018 INDEX PERFORMANCE DATA   03/31/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 0.34% 0.26% 8.09% 18.38%  36.15 8.09% 8.09% 36.15% S&P Financial Select Sector Index (0.36%) (4.31%) (0.95%) …

ETF Issuer March Madness

Source of KPIs: Toroso Investments Security Master, as of March 24, 2018 INDEX PERFORMANCE DATA   03/24/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (4.38%) (1.59%) 6.03% 18.59% 6.11% 6.11% 33.66% S&P Financial Select Sector Index (7.21%) (7.51%) (4.04%) 6.38% …

Gold for ETF Leprechauns

  Source of KPIs: Toroso Investments Security Master, as of March 16, 2018 INDEX PERFORMANCE DATA  03/16/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (2.09%) 3.17% 11.44% 27.35% 10.97% 10.97% 39.78% S&P Financial Select Sector Index (2.38%) 0.09% 4.25% 17.68% 18.90% 3.93% …

Should the Nasdaq 100 Be Equally Weighted?

We noted that 73% of EW ETF assets are versions of “traditional” indexes, such as RSP which is an EW version of the S&P 500. A recent ETF ThinkTank discussion revealed that one of the most popular “traditional” indexes is actually unique. Unlike most traditional indexes that target a sector or a specific market capitalization, the Nasdaq …

Should The Nasdaq 100 Be Equal Weighted?

  Source of KPIs: Toroso Investments Security Master, as of March 9, 2018 INDEX PERFORMANCE DATA  03/09/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 5.65% 10.38% 13.75% 32.78% 13.34% 13.34% 42.76% S&P Financial Select Sector Index 4.42% 7.37% 6.67% 24.59% 21.93% 6.46% …

NYSE opening bell

Not All ETFs Are Created Equal

Source of KPIs: Toroso Investments Security Master, as of March 2, 2018 INDEX PERFORMANCE DATA 03/02/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (0.51%) 1.98% 9.20% 23.42% 7.28% 7.28% 35.13% S&P Financial Select Sector Index (2.21%) (3.12%) 3.71% 15.94% 16.53% …

A Note On Exchange Traded Notes

  Source of KPIs: Toroso Investments Security Master, as of February 23, 2018 INDEX PERFORMANCE DATA  2/23/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 0.24% (0.10%) 14.41% 25.63% 7.83% 7.83% 35.82% S&P Financial Select Sector Index 0.40% (2.33%) 11.47% 18.75% 20.26% 4.26% …

Have Active ETFs entered the fee war?

  INDEX PERFORMANCE DATA  2/02/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 4.75% 1.43% 15.45% 24.04% 7.57% 7.57% 35.49% S&P Financial Select Sector Index 4.73% (0.52)% 11.27% 16.85% 20.51% 3.84% 3.84% 23.75%  HAVE ACTIVE ETFs ENTERED THE FEE WAR? Last …

Volatility’s Revenge

As of January 31, 2018. Source: Morningstar Direct. ETF Ownership and launches information sourced to Toroso Investments Research tools, as of February 9, 2018. INDEX PERFORMANCE DATA 02/09/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (2.38%) (0.68%) 9.90% 17.81% 2.68% 2.68% …

Fox Business: ETFs took a $19B hit last week. Where did it all go?

ETFs, or exchange-traded funds, took a massive beating last week as markets went on a roller-coaster ride with the Dow Jones Industrial Average taking not one but two massive nosedives, losing over 1,000 points twice in one week. Mike Venuto, chairman of the TETF Index Committee, agrees saying that after a wild week, ETF assets …

MarketWatch: Why ETFs can’t be blamed for the correction or volatility in stocks

The U.S. stock market suffered its worst week in nearly two years last week, with major indexes dropping into correction territory for the first time in about two years. Was the phenomenal popularity of exchange-traded funds a contributing factor to the weakness or the scale of the decline? “The numbers simply don’t support the idea …